GC Wealth Management RIA’s Sun Communities SUI Stock Holding History

GC Wealth Management RIA’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,044	Closed	-$780K	–	807
2025 Q3	$780K	Sell	6,044 -1,526	-20%	-$193K	0.03%	410
2025 Q2	$958K	Buy	7,570 +813	+12%	+$101K	0.08%	211
2025 Q1	$869K	Buy	6,757 +645	+11%	+$82.5K	0.16%	118
2024 Q4	$752K	Buy	6,112 +3,140	+106%	+$402K	0.13%	133
2024 Q3	$402K	Sell	2,972 -104	-3%	-$13.7K	0.07%	217
2024 Q2	$370K	Buy	+3,076	New	+$365K	0.07%	202

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GC Wealth Management RIA's SUI Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 6,044 shares — an estimated $780K sold.

GC Wealth Management RIA first reported a position in SUI in Q2 2024 and held it in 6 quarters. The position peaked at $958K in Q2 2025. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

GC Wealth Management RIA reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 6,044 Sun Communities shares in Q4 2025, an estimated $780K.
GC Wealth Management RIA first reported a position in Sun Communities in Q2 2024 and held it in 6 quarters.
GC Wealth Management RIA's Sun Communities position peaked at $958K in Q2 2025.
540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.